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For various reasons, an invoice will sometimes be incorrect and an equal and opposite credit note will need to be issued - QBO does not allow the conversion of an invoice into a credit note with the exact same details! Has anyone found a way around this problem or is it necessary to manually enter the same details (on the invoice) into a blank credit note form? Many Thanks Barrie ([email address removed])
Solved! Go to Solution.
Hi @DavidCB1971
If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.
There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.
The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.
(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)
Hope this helps.
Hi @DavidCB1971
If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.
There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.
The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.
(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)
Hope this helps.
It's November 2023 now and this problem still not solved. - Come on Quickbooks !!!
Have a credit invoice on the drop down with void delete and audit.
Then option to credit in full or part credit. Option to attach credit note to invoice if required.
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